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Alhambra Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Alhambra Investment Management’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Buy
17,965
+558
+3% +$59.7K 0.84% 27
2026
Q1 		$1.85M Sell
17,407
-3
-0% -$323 0.85% 29
2025
Q4 		$1.86M Buy
17,410
+779
+5% +$83.4K 0.87% 27
2025
Q3 		$1.77M Sell
16,631
-5,341
-24% -$559K 0.84% 28
2025
Q2 		$2.3M Buy
21,972
+650
+3% +$67.6K 1.14% 24
2025
Q1 		$2.25M Sell
21,322
-1,367
-6% -$145K 1.16% 23
2024
Q4 		$2.42M Sell
22,689
-2,437
-10% -$262K 1.24% 24
2024
Q3 		$2.73M Sell
25,126
-13,894
-36% -$1.5M 1.42% 19
2024
Q2 		$4.16M Sell
39,020
-17,998
-32% -$1.92M 2.28% 10
2024
Q1 		$6.14M Buy
57,018
+24,227
+74% +$2.61M 3.35% 5
2023
Q4 		$3.55M Buy
32,791
+674
+2% +$70.4K 2.11% 7
2023
Q3 		$3.29M Buy
32,117
+808
+3% +$85.2K 2.17% 8
2023
Q2 		$3.34M Buy
31,309
+590
+2% +$63.1K 2.21% 7
2023
Q1 		$3.31M Buy
30,719
+2,084
+7% +$223K 2.27% 5
2022
Q4 		$3.02M Buy
28,635
+16,792
+142% +$1.75M 2.2% 6
2022
Q3 		$1.22M Buy
11,843
+2,203
+23% +$234K 0.92% 30
2022
Q2 		$1.02M Buy
9,640
+5,175
+116% +$552K 0.74% 35
2022
Q1 		$490K Buy
4,465
+1,705
+62% +$192K 0.32% 91
2021
Q4 		$321K Buy
+2,760
New +$320K 0.22% 119
2020
Q1 		– Sell
-2,826
Closed -$322K – 112
2019
Q4 		$322K Buy
+2,826
New +$322K 0.37% 81

Other funds holding MUB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alhambra Investment Management's MUB Position: Q2 2026 in Review

Alhambra Investment Management increased its iShares National Muni Bond ETF (MUB) stake by 3.2% in Q2 2026, buying an estimated $59.7K and bringing the position to 17,965 shares worth $1.93M. The position accounts for 0.84% of the portfolio, ranked #27.

Alhambra Investment Management first reported a position in MUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.14M in Q1 2024. 764 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Alhambra Investment Management held 17,965 shares of iShares National Muni Bond ETF worth $1.93M as of Q2 2026.
  • Alhambra Investment Management bought 558 iShares National Muni Bond ETF shares in Q2 2026, an estimated $59.7K.
  • iShares National Muni Bond ETF made up 0.84% of Alhambra Investment Management's portfolio in Q2 2026, its #27 holding.
  • Alhambra Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Alhambra Investment Management's iShares National Muni Bond ETF position peaked at $6.14M in Q1 2024.
  • 764 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.